+55.0%
FERG vs LCID
-92.3%
+147.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.8% |
| 7D | +3.4% | +1.8% | +1.6% | +3.2% |
| 30D | -11.5% | -34.2% | +22.7% | -8.5% |
| 3M | +1.3% | -9.1% | +10.4% | +0.2% |
| 6M | -1.0% | -52.6% | +51.6% | +4.2% |
| YTD | +3.2% | -56.2% | +59.4% | +9.0% |
| 1Y | -3.0% | -74.9% | +71.9% | +7.5% |
| 3Y | +55.0% | -92.1% | +147.1% | +94.2% |
| All | +55.0% | -92.3% | +147.3% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling